President Park Is Officially Impeached
The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision....
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Asia's Export Recovery Set to Strengthen -- Although Trump's BTA and China Are Threats After October
Until 1H 2016, Vietnam was the solitary bright spot among Asia's exporters. Its export performance has remained strong in the past eight months,...
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Where Will the Inflation Surprises Come From?
Where will the inflation surprises come from? Deflationary pressures are dissipating leading to an upward march of price levels worldwide. We...
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China Property: Land Sales In 2016 - Less Supply, Higher Prices
The charts below illustrate what has happened in China in terms of primary land sales for residential or mixed-use development in 40...
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CHINA - A Year for Volatility – Part IV - Doom and Gloom Unlikely
Consensus views on China look to be wrong so far in 2017, consensus should be upgrading. Trump 'first day in office currency manipulator charge'...
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